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Tebra Help Center

Digital Forms FAQs

Updated: 06/22/2023|Views: 711

Digital Registration allows practices to enable a Forms tab on their website with links that direct patients to a new page, either in the existing or new window.

Digital Registration provides

  • New Patient Template
  • Returning Patient Template
  • Custom Template

Form templates have customizable fields to capture patient information. Add or remove fields or questions specific to your practice. Once a form is saved and published, the form(s) go live.

Types of forms

  • New Patient
  • Returning Patient
  • All Patients

New Patient Form

If a form is marked as a New Patient Form, all new patients that book online will be directed to the form and receive an email to complete their form before their appointment. Practice Growth does not verify if the patient is new. Once the form is completed, the information is available on your Practice Growth Practice Portal Appointment Details page or the Patient Details page.

Returning Patient Form

If a form is marked as a Returning Patient Form, all returning patients that book online will be directed to the form and receive an email to complete their form before their appointment. Practice Growth does not verify whether the patient is a returning patient. Once the form is completed, the information is available on your Practice Growth Practice Portal Appointment Details page or the Patient Details page.

All Patient Form

If a form is marked as an All Patient Form, all patients that book online receive an email to complete their form before their appointment. The completed form information is on the Appointment Details page in the Practice Growth Practice Portal, or in the Patient Details page.

Non Editable Fields

Practices can not delete fields labeled UNEDITABLE. They are predefined fields that need key information to create new patient profiles or link to existing ones. They are:

  • First Name
  • Last Name
  • Email
  • Mobile Phone Number
  • Date of Birth

Practice FAQs

Where can I find the form editor?

  1. Select Patients.
  2. Select Forms.

On the left hand menu, click Patients. You’ll see the child item Forms – click into that page.

Where do I find the filled out form?

A notification is sent to the practice when a form is completed via the method subscribed to (email, browser and/or mobile app). The notification will have a link to the completed patient form. If the patient has an appointment, in the appointment card, there’s a paperclip icon if the patient has filled out the form.

When clicking into the Details of that appointment, you’ll notice two tabs: the Forms tab is where the form information can be found.

Alternatively, you can find the forms in the Patient Details page. To access this page, click on Patients in the left hand menu > click All Patients > click View on a patient card.

Completed forms can be downloaded in PDF form.

What if an appointment is not reflected in the Practice Portal, for example, if they booked over the phone and I scheduled them directly in our unintegrated EMR?

You can send that patient an email directly from the Patient details page (Click Patients on the left hand menu > View patient > Send Intake Form).

Can I send a link to the form via text?

Yes. You can copy a link from the Patient Registration Form settings page and paste it into a text message.

(Click Patients on the left hand menu > click Forms > open the Patient Registration form > click Copy Link)

The Send Intake Form on the Patient Details page is not working.

The Send Intake Form requires your device to have a default email client installed (e.g. MailOS, Outlook). If you are using a web-based email client, such as Gmail, you need to ensure that you configure your browser and web-based email client settings.

Please refer to the following documentation:

Can I drag and drop questions between sections?

Yes.

What if I have my own intake forms?

There are three options:

  • Modify existing digital registration forms. Add any questions you’d like patients to answer that aren’t on the predefined template.
  • Create a custom form. Build a form from scratch to replace your current intake form.
  • Continue to use your own intake form. Disable the form under the Settings tab. This will ensure that patients aren’t directed to fill this form out after booking an appointment.

What if I am using my EMR’s patient portal?

Some EMRs provide a robust patient portal that allows patients to fill out their own patient chart. Because we do not offer EMR/PMS integration just yet, your practice would be better off continuing to use the EMR’s digital registration system.

Can I import forms from another 3rd party vendor (e.g. Google Forms, JotForm, IntakeQ, etc.)?

No. But you can add the same questions using the form editor.

Can I use the digital registration form to collect financial information, social security information, or credentials?

We do not recommend collecting the following information:

  • Financial information
  • Social security number
  • Third-party username, password, and other credentials

By collecting this information, you are releasing Practice Growth from liability and indemnifying Practice Growth, its employees, officers, and agents from any and all claims.

Can someone from Practice Growth help me edit the form?

We do not yet offer white-glove support for the form editor. If you are having problems with the editor, please refer to the question mark in the bottom right hand corner.

If you are still having trouble, please contact Support.

FAQs – For the Patient

Where do I find the digital registration form(s) on the website?

Patients can find the digital registration forms under the “Forms” tab if the practice has enabled the tab.

Can I edit collaboratively with another user?

No, multiple user functionality is currently unavailable.

Is Practice Growth digital registration HIPAA compliant?

Practice Growth digital registration is compliant with HIPAA requirements. The information provided through the form is encrypted in transit and at rest.

Are forms mobile friendly?

Yes, they can be viewed and filled out on any device.

Does my patient registration form link expire?

Yes; patient specific form links expire in 2 weeks. If your link has expired, a new link must be requested or you can visit the practice’s website to complete a new form.

Can I share an image through the digital forms?

Yes, files can be uploaded through the digital form if the practice has added the field.

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